• As a Lerner College financial planning and wealth management major, students will complete specialized courses in investments, insurance, income tax, retirement planning and estate planning.
  • During final semester of senior year students will complete the capstone course. The capstone course is a “real world” experience.
  • Students will work on 4 client cases throughout the semester, working closely with members of the Financial Planning Advisory Board to build financial plans for each. The board is a committee of 9 UD alumni who have built their own successful financial planning practices. This means students will get hands-on training that takes students through the full financial planning process from start to finish – before they even graduate.